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Hancock Whitney’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Hancock Whitney’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.02M Buy
233,766
+7,470
+3% +$193K 0.1% 169
2026
Q1 		$5.85M Buy
226,296
+20,423
+10% +$533K 0.1% 163
2025
Q4 		$5.38M Buy
205,873
+7,147
+4% +$187K 0.1% 164
2025
Q3 		$5.21M Buy
198,726
+15,784
+9% +$410K 0.09% 168
2025
Q2 		$4.74M Buy
+182,942
New +$4.64M 0.09% 168

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hancock Whitney's IBDY Position: Q2 2026 in Review

Hancock Whitney increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 3.3% in Q2 2026, buying an estimated $193K and bringing the position to 233,766 shares worth $6.02M. The position accounts for 0.1% of the portfolio, ranked #169.

Hancock Whitney first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Hancock Whitney held 233,766 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $6.02M as of Q2 2026.
  • Hancock Whitney bought 7,470 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $193K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Hancock Whitney's portfolio in Q2 2026, its #169 holding.
  • Hancock Whitney first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.